Purchases and Sales Made in Q1 2025 in Ishares Tr Russell 1000 ETF (IWB)
This table provides information about the institutional ownership of Ishares Tr Russell 1000 ETF (IWB) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR RUSSELL 1000 ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.35K- 13.87% |
$711K - $794K
|
14.6K
$4.97M
|
|
|
May 20, 2025
Q1 2025
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.43K- 5.86% |
$736K - $821K
|
39.1K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.43K- 27.36% |
$736K - $821K
|
6.46K
$2.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Financial Advisory
|
SELL
|
- |
-2.48K- 7.74% |
$748K - $835K
|
29.5K
$10M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.55K- 0.76% |
$770K - $860K
|
332K
$113M
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.58K- 9.99% |
$780K - $871K
|
23.2K
$7.91M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.76K- 2.52% |
$835K - $932K
|
107K
$36.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.77K- 2.45% |
$839K - $936K
|
110K
$37.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.83K- 2.26% |
$856K - $955K
|
122K
$41.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.9K- 4.32% |
$875K - $978K
|
64.2K
$21.8M
|
|
|
May 12, 2025
Q1 2025
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-2.92K- 40.48% |
$883K - $986K
|
4.3K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.92K- 8.51% |
$883K - $986K
|
31.4K
$10.7M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-2.98K- 32.49% |
$902K - $1.01M
|
6.2K
$2.11M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.03K- 42.88% |
$916K - $1.02M
|
4.04K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-3.11K- 18.36% |
$940K - $1.05M
|
13.8K
$4.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.12K- 5.07% |
$943K - $1.05M
|
58.4K
$19.9M
|
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.19K- 36.05% |
$965K - $1.08M
|
5.66K
$1.93M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-3.25K- 7.78% |
$984K - $1.1M
|
38.6K
$13.1M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3.39K- 3.61% |
$1.03M - $1.15M
|
90.5K
$30.8M
|
|
|
May 15, 2025
Q1 2025
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.42K- 21.05% |
$1.03M - $1.15M
|
12.8K
$4.36M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.43K- 5.01% |
$1.04M - $1.16M
|
64.9K
$22.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.47K- 3.89% |
$1.05M - $1.17M
|
85.9K
$29.2M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 76.55% |
$1.1M - $1.22M
|
1.11K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-3.73K- 45.96% |
$1.13M - $1.26M
|
4.38K
$1.49M
|
|
|
May 05, 2025
Q1 2025
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-3.82K- 5.96% |
$1.15M - $1.29M
|
60.2K
$20.5M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.98K- 4.9% |
$1.2M - $1.34M
|
77.3K
$26.3M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.99K- 4.52% |
$1.21M - $1.35M
|
84.2K
$28.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.07K- 28.72% |
$1.23M - $1.37M
|
10.1K
$3.44M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-4.11K- 2.25% |
$1.24M - $1.39M
|
178K
$60.7M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-4.19K- 2.27% |
$1.27M - $1.41M
|
180K
$61.4M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-4.34K- 83.46% |
$1.31M - $1.46M
|
860
$293K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-4.41K- 1.92% |
$1.33M - $1.49M
|
225K
$76.6M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-4.49K- 4.46% |
$1.36M - $1.52M
|
96.2K
$32.8M
|
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-4.75K- 27.95% |
$1.43M - $1.6M
|
12.2K
$4.17M
|
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.79K- 2.13% |
$1.45M - $1.62M
|
220K
$74.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-5.22K- 4.68% |
$1.58M - $1.76M
|
106K
$36.2M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-5.34K- 0.93% |
$1.61M - $1.8M
|
570K
$194M
|
|
|
May 14, 2025
Q1 2025
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
SELL
|
- |
-6.04K- 14.29% |
$1.83M - $2.04M
|
36.2K
$12.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.38K- 17.86% |
$1.93M - $2.15M
|
29.3K
$9.98M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-6.44K- 2.08% |
$1.95M - $2.18M
|
304K
$103M
|
|
|
May 12, 2025
Q1 2025
|
Gqg Partners LLC
Ft. Lauderdale, FL |
SELL
|
- |
-6.45K- 55.35% |
$1.95M - $2.18M
|
5.2K
$1.77M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.53K- 8.5% |
$1.97M - $2.2M
|
70.3K
$23.9M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-6.93K- 15.24% |
$2.1M - $2.34M
|
38.5K
$13.1M
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-7.21K- 55.24% |
$2.18M - $2.43M
|
5.85K
$1.99M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-7.49K- 35.0% |
$2.26M - $2.53M
|
13.9K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-7.53K- 3.5% |
$2.27M - $2.54M
|
208K
$70.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-7.55K- 47.59% |
$2.28M - $2.55M
|
8.31K
$2.83M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-7.62K- 37.07% |
$2.3M - $2.57M
|
12.9K
$4.4M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-7.79K- 4.8% |
$2.35M - $2.63M
|
154K
$52.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
SELL
|
- |
-7.94K- 96.63% |
$2.4M - $2.68M
|
277
$94.3K
|